Wayne Stone

Wayne Stone Email and Phone Number

CPA, CA, CFP, TEP, CLU @ Westward Advisors Ltd.
Wayne Stone's Location
Vancouver, British Columbia, Canada, Canada
Wayne Stone's Contact Details
About Wayne Stone

Specialist in tax focused life insurance solutions for HNW entrepreneurs since 2000. Provided tax, accounting and assurance services to private companies and their owners as an employee of CPA firms in Vancouver, Toronto and Montreal from 1986 through 2000.Specialties: Funding estate tax liabilities, funding buy-sell agreements, inter-generational wealth transfer, charitable legacies, retirement income planning.

Wayne Stone's Current Company Details
Westward Advisors Ltd.

Westward Advisors Ltd.

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CPA, CA, CFP, TEP, CLU
Website:
westwardadvisors.com
Employees:
12
Wayne Stone Work Experience Details
  • Westward Advisors Ltd.
    Vp, Planning & Finance
    Westward Advisors Ltd. Jul 2010 - Present
    Serving Clients In Vancouver, Calgary, Toronto And Montreal Areas.
    Providing tax support for implementing and maintaining insurance based tax and estate planning solutions.
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  • Taxgen Estate Planning Ltd.
    President
    Taxgen Estate Planning Ltd. Jun 2002 - Jun 2010
    Vancouver
    Owner operator of an independent consulting practice providing tax support to insurance advisors.
  • D+H Group Llp Chartered Accountants
    Tax Manager
    D+H Group Llp Chartered Accountants 1999 - 2000
  • Wolrige Mahon Llp
    Sr Tax Manager
    Wolrige Mahon Llp 1993 - 1999
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  • Rsm Richter
    Supervisor
    Rsm Richter 1986 - 1993
    Provided tax, accounting and assurance services to private companies and their shareholders.

Wayne Stone Skills

Insurance Estate Tax Planning Estate Planning

Wayne Stone Education Details

Frequently Asked Questions about Wayne Stone

What company does Wayne Stone work for?

Wayne Stone works for Westward Advisors Ltd.

What is Wayne Stone's role at the current company?

Wayne Stone's current role is CPA, CA, CFP, TEP, CLU.

What is Wayne Stone's email address?

Wayne Stone's email address is wa****@****oup.com

What schools did Wayne Stone attend?

Wayne Stone attended Concordia University.

What are some of Wayne Stone's interests?

Wayne Stone has interest in Fine Wine And Cheeses, Fundraising For Cancer Research, Road Cycling And Downhill Skiing, Fitness Via Running, Insurance Based Tax And Estate Planning.

What skills is Wayne Stone known for?

Wayne Stone has skills like Insurance, Estate Tax Planning, Estate Planning.

Who are Wayne Stone's colleagues?

Wayne Stone's colleagues are Westward Advisors, Kate Stewart, Melissa Woo, Mike Blaney, Cfp, Cim, Rob Darnbrough.

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